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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,678 | $185,312-80.7% | $161,489-77.9% | $154,746-76.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 5.71% | 103.84%-98.1pp | 89.72%-84.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $1,746 | $4,769-63.4% | $4,268-59.1% | $4,379-60.1% |
| Participant deferral / active EE | $2,378 | $6,350-62.6% | $5,630-57.8% | $6,730-64.7% |
| Admin fee / account holder | $43,467 | $18,654+133.0% | $16,006+171.6% | $14,365+202.6% |